Job Type. Full-time. Description. This position is for an Implementation Specialist role who will be working across multiple instances of a customized version of Salesforce for the Registered Investment Advisory space. The candidate will be part of the Technology Network Services group in St. Petersburg, FL, working directly with the Lead Implementation Specialist and SVP in ensuring quality customization and administration work on the Dynasty CR...
Description. This position is for an Implementation Specialist role who will be working across multiple instances of a customized version of Salesforce for the Registered Investment Advisory space. The candidate will be part of the Technology Network Services group in St. Petersburg, FL, working directly with the Lead Implementation Specialist and SVP in ensuring quality customization and administration work on the Dynasty CRM Platform. A success...
Job Type. Full-time. Description. A client-facing and fast-paced role, the Compliance Manager will provide regulatory consulting and support to the rapidly growing Dynasty Network of registered investment advisers (RIAs), under the supervision of the team leader of Network Compliance. This individual will help manage the build out of a custom compliance offering leveraging the best practices utilized within the Dynasty Network of RIAs. The succes...
Description. The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, we power the growth of independent RIAs through a variety of different ways. The Investment Banking Analyst will join Dynasty’s Investment Banking team and be an integral member supporting our clients on buy-side and sell-side M&A mandates, tucking in new advisors that want to join one of our clients and th...
Job Type. Full-time. Description. Dynasty Financial Partners, a leading advocate in the wealth management industry for independent financial advisors, is seeking an experienced Senior Graphic Designer to join our Marketing team in our offices in downtown St. Petersburg, FL. With 5 - 8 years of experience, you will support both our corporate initiatives and our network of clients. Headquartered in St. Petersburg, FL, our mission is to empower our ...
Description. . Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients. Dynasty offers integrated solutions an...
Description. Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients. Dynasty offers integrated and differenti...
